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Bank of New York Mellon
BK

Overview Fund Activity

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$266M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$243M
3
Amundi
Amundi
France
$441M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$716M
5
Harris Associates
Harris Associates
Illinois
$357M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$508M
2
Marshall Wace
Marshall Wace
United Kingdom
$108M
3
Millennium Management
Millennium Management
New York
$5.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIP
501
Live Oak Investment Partners
Texas
$950K -$964K – –
MWM
502
Mission Wealth Management
California
$945K +$34.2K +803 +4%
AIM
503
Anchor Investment Management
South Carolina
$945K -$65.4K -1,534 -6%
LGA
504
Lebenthal Global Advisors
New York
$941K -$74.3K -1,741 -7%
RWM
505
Ritholtz Wealth Management
New York
$923K -$237K -5,562 -20%
BC
506
Bartlett & Co
Ohio
$914K – – –
BCWM
507
Bartlett & Co Wealth Management
Ohio
$914K – – –
SWMP
508
Signature Wealth Management Partners
New Jersey
$911K +$5.42K +127 +0.6%
LBC
509
Lowe Brockenbrough & Co
Virginia
$906K -$15.8K -370 -2%
William Blair & Company
510
William Blair & Company
Illinois
$894K -$51.6K -1,210 -5%
ACS
511
Archford Capital Strategies
Illinois
$889K -$15.9K -373 -2%
FHC
512
First Heartland Consultants
Missouri
$888K +$350K +8,210 +65%
ATC
513
Argent Trust Co
Tennessee
$887K -$12.2K -285 -1%
P
514
Pitcairn
Pennsylvania
$887K -$67.3K -1,577 -7%
MNBTD
515
Moody National Bank Trust Division
Texas
$886K +$115K +2,685 +15%
RIL
516
Rothschild Investment LLC
Illinois
$882K +$16K +375 +2%
LCM
517
Leisure Capital Management
California
$870K +$21.2K +496 +2%
CC
518
Centiva Capital
New York
$867K +$867K +20,317 New
ECM
519
Evergreen Capital Management
Washington
$865K +$5.76K +135 +0.7%
SBH
520
Segall Bryant & Hamill
Illinois
$863K -$4.61K -108 -0.5%
SCM
521
Stevens Capital Management
Pennsylvania
$860K +$860K +20,164 New
GIA
522
Gateway Investment Advisers
Ohio
$860K -$27.2K -638 -3%
KFC
523
Klingenstein Fields & Co
New York
$858K -$3.41K -80 -0.4%
IMC Chicago
524
IMC Chicago
Illinois
$858K +$376K +8,814 +78%
PCM
525
Parsons Capital Management
Rhode Island
$830K -$96.7K -2,268 -10%
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